Skip to content
That's How I Rollerboard…

The Official Blog of Max Effgen

That's How I Rollerboard…

The Official Blog of Max Effgen

Process Changes and the Sales Pipeline

Max Effgen, December 3, 2009

In my experience, pipeline/forecast is one area of a CRM system that changes frequently. Fortunately, these changes require less coding changes through Windows Workflow Foundation (Dynamics CRM) and Workflow Automation (Salesforce). I have seen this both from the consulting side and as a user. Not going to comment on whether it is right or wrong, just that it happens, often, as a matter of fact in many organizations. Change in management, there will be a change to the sales process. New compensation model and the forecasts will change. It happens all the time and makes numbers from sales very short term and difficult to do long term trends. The best way to improve accuracy, find a sales process that works and then measure the core of that process. Less change, more value.

CRM CRMenterprisesales

Post navigation

Previous post
Next post

Max Effgen

Max Effgen

Builds and grows technology companies as an entrepreneur and angel investor backing early-stage companies in AI, health and wellness, ultra-low power radio, and enterprise software. Snowboarding, baseball, swimming, running, coaching, photography, backpacking and skyscraper stair climbs happen off the clock. Also, I am a SABR Contributor, live in Seattle and from Chicago.

Tags

amazon apple autograph aws azure baseball beach boys behavioral books Brad Feld christmas cloud coffee collection computing CRM enterprise entrepreneurship eyeglasses fenwick Forbes Gist google Inc. interviewing microsoft Mobile photography reads REI Rock Star Venture Capitalist sales sales enablement salesforce.com seattle social startup TechCrunch techflash thoughts UW wallpaper weekend/coffee WSJ zappos

Contact Details

  • LinkedIn
  • Twitter
  • About.me
  • Salmon Bay Photography
  • Categories

    • Baseball (19)
    • cloud (41)
    • CRM (104)
    • IT (8)
    • Mobile (9)
    • Photography (21)
    • reads (75)
    • Recipes (3)
    • Rock Star Venture Capitalist (5)
    • thoughts (111)
    • Uncategorized (61)
    • weekend/coffee (68)
    ©2025 That's How I Rollerboard… | WordPress Theme by SuperbThemes